BIRS Patrimoine is a wealth management firm based in Aix-en-Provence, serving clients in the Bouches-du-Rhône region. It helps individuals and business leaders make coordinated financial decisions through a strategy shaped around their circumstances, goals, constraints and time horizons. Its advice spans overall wealth planning, investment and property, retirement preparation, tax planning, protection and wealth transfer. The firm also supports business owners with the relationship between personal and professional finances, including structuring, treasury, financing, balance-sheet matters and development transactions.

BIRS Patrimoine offers guidance on financial and real-estate solutions such as life insurance, retirement savings plans (PER), real-estate investment funds (SCPI), tax-advantaged property investments, FIP and FCPI funds, and Girardin Industriel schemes. Its services include retirement assessments and calculations, planning for future income, and exploring tax-related investment options. The firm describes its approach as focused on understanding each client’s situation, aligning recommendations with their objectives, and supporting implementation and follow-up over time. Prospective clients can request an initial appointment or contact the firm by phone or WhatsApp.